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7 Overlooked Budget Items in Retirement

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Manage episode 271778209 series 1378231
Content provided by Modern Wealth Management and Dean Barber. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Modern Wealth Management and Dean Barber or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Many people at least have a rough idea of how much they spend each month. Money comes in from a paycheck and money goes out for various expenses. When it comes to planning for your retirement, it's good practice to have a detailed understanding of how and where your money goes once it leaves your bank account. In retirement, some expenses won't look a lot different than they do while you are working.

Tax Reduction Strategies: https://bit.ly/3OleSrW

Financial Planning Tool: https://bit.ly/3SESaNK

Meet with Us: https://bit.ly/47YjyLf

Why When You Retire Matters: https://youtu.be/6UcLAmM6wtI

Don’t Retire Without Doing These 8 Things: https://youtu.be/nbF2B5efXtc

5 Money Mistakes Retirees Need to Avoid: https://youtu.be/83pJND6T2mU

5 Questions About Long-Term Care: https://youtu.be/2vo8Jt9hUYc

1RMD Strategies for Before & After Retirement: https://youtu.be/V3xr4QyWIHg

  continue reading

300 episodes

Artwork
iconShare
 
Manage episode 271778209 series 1378231
Content provided by Modern Wealth Management and Dean Barber. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Modern Wealth Management and Dean Barber or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Many people at least have a rough idea of how much they spend each month. Money comes in from a paycheck and money goes out for various expenses. When it comes to planning for your retirement, it's good practice to have a detailed understanding of how and where your money goes once it leaves your bank account. In retirement, some expenses won't look a lot different than they do while you are working.

Tax Reduction Strategies: https://bit.ly/3OleSrW

Financial Planning Tool: https://bit.ly/3SESaNK

Meet with Us: https://bit.ly/47YjyLf

Why When You Retire Matters: https://youtu.be/6UcLAmM6wtI

Don’t Retire Without Doing These 8 Things: https://youtu.be/nbF2B5efXtc

5 Money Mistakes Retirees Need to Avoid: https://youtu.be/83pJND6T2mU

5 Questions About Long-Term Care: https://youtu.be/2vo8Jt9hUYc

1RMD Strategies for Before & After Retirement: https://youtu.be/V3xr4QyWIHg

  continue reading

300 episodes

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